Topic

Meeting preparation

Preparing people and teams for planning, review and case meetings.

9 resources

Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Communication Access Plan for Meetings

A plan for making meetings accessible for participants with communication needs, covering preparation, communication methods, supports, the environment, pacing and checking understanding.

Communication access · Meeting preparation

Plus membersChecklists

For NDIS providers and support coordinators

Evidence Gathering Checklist

A checklist for support coordinators and participants gathering information before a plan reassessment, including reports, the participant's statement, carer input, progress and quotes.

Evidence and reports · Meeting preparation

Plus membersPrintable worksheets

For NDIS providers and support coordinators

Family and Carer Input Preparation

A preparation sheet for families and carers to share their perspective before planning meetings, covering the person's strengths and needs, the care they provide,…

Carer wellbeing · Family and carer involvement

FreePrintable worksheets

For NDIS providers and support coordinators

Home Modifications Conversation Preparation

A preparation sheet for participants and families before home modification conversations, covering daily tasks that are hard, safety concerns, priorities, tenancy or ownership and…

Home and environmental supports · Home modifications

FreePrintable worksheets

For Community services and case workers

Income Support Appointment Preparation

A client-friendly preparation sheet for income support appointments, covering what to bring, questions to ask, notes during the appointment and next steps.

Income support · Meeting preparation

Plus membersPrintable worksheets

For Educators and school support staff

Individual Learning Plan Meeting Preparation

A preparation sheet for students, families and teachers before an individual learning plan meeting, covering strengths, challenges, adjustments that help, goals and questions.

Individual learning plans · Meeting preparation

FreeChecklists

For NDIS providers and support coordinators

Planning Meeting Preparation Pack

A practical pack that helps participants and supporters prepare for a planning or review meeting: what has changed, what to bring, questions to ask…

Advocacy and self-advocacy · Choice and control

FreeTemplates and planning tools

For Allied health and multidisciplinary teams

Team Meeting Preparation and Notes Template

A case conference template that puts the person's views first, links each discipline's update to shared goals and ends with clear actions and an…

Meeting preparation · Team communication

FreePrintable worksheets

For NDIS providers and support coordinators

Who Helps Me Now

A participant-friendly support map showing the people and services who help now, what they help with and how often, to prepare for planning and…

Meeting preparation · Support mapping

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